See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,998 | $157,256-96.2% | $141,162-95.8% | $152,861-96.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 43.66% | 64.32%-20.7pp | 71.39%-27.7pp | 345.32%-301.7pp |
| Employer contribution / active EE | $1,011 | $5,261-80.8% | $4,735-78.7% | $4,762-78.8% |
| Participant deferral / active EE | $2,600 | $7,109-63.4% | $6,709-61.3% | $5,850-55.6% |
| Admin fee / account holder | $37 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |